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JPL Wealth Management’s Brookfield Asset Management BAM Stock Holding History

JPL Wealth Management’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.87K Buy
+42
New +$2.05K ﹤0.01% 999
2025
Q4 		– Sell
-45
Closed -$2.56K – 212
2025
Q3 		$2.56K Buy
+45
New +$2.68K ﹤0.01% 811

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JPL Wealth Management's BAM Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Brookfield Asset Management (BAM) in Q1 2026: 42 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BAM as recently as Q3 2025.

JPL Wealth Management first reported a position in BAM in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.56K in Q3 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • JPL Wealth Management held 42 shares of Brookfield Asset Management worth $1.87K as of Q1 2026.
  • Brookfield Asset Management was a new JPL Wealth Management position in Q1 2026.
  • Brookfield Asset Management made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #999 holding.
  • JPL Wealth Management first reported a position in Brookfield Asset Management in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Brookfield Asset Management position peaked at $2.56K in Q3 2025.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.